Using Demo Companies in Propel Your Business #
If you are a Firm Admin or hold a Portfolio Manager / Advisory Seat, you’ll see a Navy navigation bar when logged into Propel Your Business. This view includes Demo inside your Portfolio.
✅ What Demo Companies Are #
Demo companies are fully built-out sample clients you can use to:
- Demonstrate the platform to prospects during the sales process
- Train existing clients by showing workflows, meetings, goals, and dashboards
▶️ Launching a Demo Instance #
- Go to Portfolio (Navy navigation)
- Click Launch Demonstration
- Select a preset template that aligns with your advisory service
(e.g., Fractional CFO, Fractional COO, Marketing Advisor)
Each demo instance:
- Spins up instantly as a temporary client environment
- Remains active for 24 hours
- Automatically resets back to template defaults after expiration
(any changes made are wiped — ensuring a clean demo every time)
🎯 Customizing Your Own Demo Template #
If you want a template more tailored to your firm:
You have two options under Company Settings → Templates:
1️⃣ Duplicate an existing preset template
- Click the three dots → Duplicate
- Make updates to align with your advisory specialty
✅ Recommended / Fastest option
2️⃣ Build your own template from scratch
- Create a full company instance manually
🛑 More time-intensive — only if presets don’t fit your service model
Once created, your custom template will appear in the Launch Demonstration dropdown for easy access in future demos.
🔁 Template Reset Behavior (Important!) #
Any changes made during a live demonstration:
- Do not overwrite the template
- Will be automatically cleared after 24 hours
✅ You always return to a perfect, ready-to-use demo environment.